RIA

Regal Investment Advisors Portfolio holdings

AUM $1.33B
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$4.95M
3
+$3.94M
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$3.59M
5
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$2.87M

Top Sells

1
+$7.7M
2
+$5.75M
3
+$5.07M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$2.72M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.51M

Sector Composition

1 Technology 7.48%
2 Healthcare 5.24%
3 Consumer Staples 4.57%
4 Consumer Discretionary 3.76%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$258K 0.02%
+9,708
427
$258K 0.02%
11,836
+772
428
$257K 0.02%
5,025
429
$257K 0.02%
103
-182
430
$251K 0.02%
3,531
+5
431
$251K 0.02%
1,742
-439
432
$250K 0.02%
7,079
-1,010
433
$249K 0.02%
1,259
+29
434
$247K 0.02%
3,939
-159
435
$245K 0.02%
36,500
436
$245K 0.02%
+1,084
437
$243K 0.02%
+8,736
438
$243K 0.02%
4,401
-17
439
$242K 0.02%
3,267
-295
440
$242K 0.02%
5,111
-314
441
$241K 0.02%
+13,907
442
$241K 0.02%
594
-77
443
$240K 0.02%
15,670
+92
444
$240K 0.02%
+6,414
445
$240K 0.02%
+4,054
446
$239K 0.02%
4,351
-1,222
447
$238K 0.02%
2,891
-1,358
448
$238K 0.02%
4,052
+700
449
$238K 0.02%
2,561
+105
450
$238K 0.02%
+10,852
16 17
18
19 20